VMFVX vs. MINT
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) and PIMCO Enhanced Short Maturity Strategy Fund (MINT).
VMFVX is managed by Vanguard. It was launched on Nov 2, 2010. MINT is an actively managed fund by PIMCO. It was launched on Nov 16, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMFVX or MINT.
Correlation
The correlation between VMFVX and MINT is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VMFVX vs. MINT - Performance Comparison
Key characteristics
VMFVX:
0.34
MINT:
10.32
VMFVX:
0.62
MINT:
20.36
VMFVX:
1.08
MINT:
5.96
VMFVX:
0.31
MINT:
32.32
VMFVX:
1.04
MINT:
231.82
VMFVX:
6.71%
MINT:
0.02%
VMFVX:
20.88%
MINT:
0.50%
VMFVX:
-45.78%
MINT:
-4.62%
VMFVX:
-12.89%
MINT:
0.00%
Returns By Period
In the year-to-date period, VMFVX achieves a -6.05% return, which is significantly lower than MINT's 1.42% return. Over the past 10 years, VMFVX has outperformed MINT with an annualized return of 8.11%, while MINT has yielded a comparatively lower 2.31% annualized return.
VMFVX
-6.05%
8.01%
-6.02%
3.56%
16.45%
8.11%
MINT
1.42%
0.37%
2.27%
5.14%
2.87%
2.31%
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VMFVX vs. MINT - Expense Ratio Comparison
VMFVX has a 0.08% expense ratio, which is lower than MINT's 0.36% expense ratio.
Risk-Adjusted Performance
VMFVX vs. MINT — Risk-Adjusted Performance Rank
VMFVX
MINT
VMFVX vs. MINT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) and PIMCO Enhanced Short Maturity Strategy Fund (MINT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VMFVX vs. MINT - Dividend Comparison
VMFVX's dividend yield for the trailing twelve months is around 1.93%, less than MINT's 5.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares | 1.93% | 1.81% | 1.60% | 2.04% | 1.81% | 2.48% | 1.97% | 2.01% | 1.56% | 1.42% | 1.73% | 1.57% |
MINT PIMCO Enhanced Short Maturity Strategy Fund | 5.11% | 5.22% | 4.91% | 1.90% | 0.44% | 1.15% | 2.65% | 2.32% | 1.61% | 1.35% | 0.88% | 0.80% |
Drawdowns
VMFVX vs. MINT - Drawdown Comparison
The maximum VMFVX drawdown since its inception was -45.78%, which is greater than MINT's maximum drawdown of -4.62%. Use the drawdown chart below to compare losses from any high point for VMFVX and MINT. For additional features, visit the drawdowns tool.
Volatility
VMFVX vs. MINT - Volatility Comparison
Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) has a higher volatility of 11.05% compared to PIMCO Enhanced Short Maturity Strategy Fund (MINT) at 0.24%. This indicates that VMFVX's price experiences larger fluctuations and is considered to be riskier than MINT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.